Accounting, Inventory Control and Sales Management Modules

Sales Orders

The Sales Order module allows for greater flexibility and control over the order entry process. Easily access customer data from the order entry screen, including history, open orders, account balance, credit status, shipping and billing information.

The Sales Order module supports multiple order types:

  • Quotes
  • Bookings
  • Work orders
  • RMA
  • Deposits
  • Standing orders with custom repeat cycles

Additional features include:

  • Custom filters and searches
  • Multiple word search of all records
  • Export selected data to Microsoft Excel
  • Track orders through shipping process
  • Custom order phases
  • Add and edit customer and inventory data on the fly
  • Set up customer and inventory notifications
  • Batch or real-time invoicing
  • Track and fill back orders
  • Real-time inventory status
  • Easily create purchase orders from sales orders
  • Email merge orders, quotes, and invoices
  • Add multiple ShipTo addresses
  • Select forms on the fly
  • Job headers
  • Display line items and total margins on orders
  • Add attachments
  • Print item and packing labels
  • Environmental fees can be added to items
  • Automatically calculate shop/fuel surcharge
  • Automatic substitutions for out of stock items
  • Set order permissions
  • Create custom templates for invoices and orders
  • Comprehensive customer prices